It seems very clear that Garrett has finally gotten through to Solomon in getting him to understand how to properly manage SIAF going forward with a more "Western" mentality of valuing cashflow more importantly than just simply building assets. Below is the quote from the last Q&A:
"We will also raise the relative priority of generating cash flow, having emphasized — perhaps overemphasized — net asset accumulation in the past."
This is a complete reversal in thinking that we've seen from Solomon and no doubt comes from Garrett and other advisors around him that have finally changed his mind (I'm sure the imploded share price has helped change his mind as well).
I've followed the company for many years now and have never seen the word cash flow used or stressed so much before until now. I'm sure old-timers would agree as well. Below I made a little highlight of the quotes talking about "cash flow", which Solomon would care less about in the previous years. It was always, who cares about cash flow when we can just build equity? Finally things have changed it seems, and I believe the market will appreciate this change. It looks like it's already starting to.
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